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Virtus KAR Small-Mid Cap Growth Fund (VIKSX) Sharpe Ratio: -0.65

Mutual Fund · Currency in USD · Last updated Jun 26, 2026

The fund aims for long-term capital appreciation in small and medium market cap sectors with lower risk compared to growth markets, investing in companies with sustainable competitive advantages at attractive prices. It typically allocates at least 80% of its assets to common stocks of small- and mid-market cap firms.

VIKSX's Sharpe Ratio of -0.65 indicates that for each unit of volatility, it generates -0.65 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 26, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

VIKSX Sharpe Ratio Rank

VIKSX Sharpe Ratio Rank: 1.01
Concerning

VIKSX ranks above 1.0% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

VIKSX Sharpe Ratio Market Positioning

The chart shows VIKSX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.15 or lower
  • Yellow zone (middle 50%): 1.15 to 2.06
  • Green zone (top 25%): 2.06 or higher
  • Top 1%: 4.00+
  • Median: 1.68 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Virtus KAR Small-Mid Cap Growth Fund's Sharpe Ratio with other mutual funds in the Mid Cap Growth Equities category across multiple time periods, showing how VIKSX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 26, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NEEIXNeedham Growth Fund Institutional Class2.92
NEEGXNeedham Growth Fund2.89
VHCOXVanguard Capital Opportunity Fund Investor Shares2.70
TAAGXTimothy Plan Aggressive Growth Fund2.57
POAGXPrimeCap Odyssey Aggressive Growth Fund2.45
MGOYXVictory Munder Mid-Cap Core Growth Fund1.97
CTIGXCalamos Timpani SMID Growth Fund1.82
ETILXEventide Gilead Class I1.80
ETGLXEventide Gilead Fund1.79
SSMGXSIT Small Cap Growth Fund1.78
VIKSXVirtus KAR Small-Mid Cap Growth Fund-0.65

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows VIKSX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when VIKSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does VIKSX fit in your portfolio?

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